GWM
GDS Wealth Management Portfolio holdings
AUM
$1.37B
This Quarter Return
+4.08%
1 Year Return
+14.46%
3 Year Return
+45.82%
5 Year Return
–
10 Year Return
–
AUM
$616M
AUM Growth
+$616M
(+8.9%)
Cap. Flow
+$30.5M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
44.25%
Holding
124
New
14
Increased
51
Reduced
47
Closed
2
Top Buys
Top Sells
| 1 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$26.2M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$7.47M |
| 3 |
Edwards Lifesciences
EW
|
$1.25M |
| 4 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$736K |
| 5 |
Allstate
ALL
|
$592K |
Sector Composition
| 1 | Technology | 7.25% |
| 2 | Financials | 6.96% |
| 3 | Healthcare | 5% |
| 4 | Consumer Discretionary | 4.33% |
| 5 | Industrials | 3.91% |
